Lamar Advertising Co (LAMR) is overvalued and Weyerhaeuser Co (WY) is overvalued.
Both trade above our estimate of their intrinsic value. LAMR is the closer of the two: -86%, against -337% for WY.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 9.4% (average of 3 methods) values the shares at $78.04; the price of $145.13 is 86% above that value, and 75% of that value comes from beyond year five.
Leak Score 22/100 on 2 of 12 signals
Discounting its cash flows at 8.5% (average of 2 methods) values the shares at $4.93; the price of $21.54 is 337% above that value, and 77% of that value comes from beyond year five.
Leak Score 0/100 on 2 of 12 signals
| Metric | LAMR | WY |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $145.13 | $21.54 |
| Intrinsic value | $78.04 | $4.93 |
| Margin of safety | -86% | -337% |
| Leak Score | 22/100 (2/12) | 0/100 (2/12) |
| Market cap | $14.7B | $15.5B |
| Revenue growth, 5 years | 7.6% | -1.7% |
| Operating margin | 31.6% | 6.2% |
| Net margin | 23.9% | 6.9% |
| Return on equity | 58.9% | 5.0% |
| Debt to equity | 5.07 | 0.58 |
| P/E | 26.5x | 32.9x |
| Forward P/E | 23.0x | 29.9x |
| P/B | 15.0x | 1.6x |
| Dividend yield | 4.5% | 3.9% |